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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,138 | $185,312-91.3% | $161,489-90.0% | $154,746-89.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 24.89% | 103.84%-79.0pp | 89.72%-64.8pp | 172.34%-147.5pp |
| Employer contribution / active EE | $2,705 | $4,769-43.3% | $4,268-36.6% | $4,379-38.2% |
| Participant deferral / active EE | $8,196 | $6,350+29.1% | $5,630+45.6% | $6,730+21.8% |
| Admin fee / account holder | $75 | $18,654-99.6% | $16,006-99.5% | $14,365-99.5% |